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JEF vs SPGI
Which Stock Would AI Choose? Jefferies Financial Group (JEF) vs. S&P Global (SPGI) Stock Comparison
Key Takeaways
- JEF, an investment bank focused on capital markets and advisory services, reported second-quarter 2026 earnings that missed estimates due to weaker asset management performance, contributing to year-to-date share declines near 10%.
- SPGI, a provider of credit ratings, market intelligence, and analytics, has delivered stronger year-to-date returns above 13%, with investor attention centered on upcoming second-quarter results scheduled for late July 2026.
- Business models differ markedly: JEF generates revenue from dealmaking and trading activity, while SPGI benefits from recurring subscription and data services with greater stability across market cycles.
- Recent market activity shows JEF shares trading near $56 amid mixed capital markets momentum, whereas SPGI shares hover around $426 with outperformance relative to broader indices.
- Sector exposure places JEF in cyclical financial services and SPGI in defensive information services, creating distinct risk and growth profiles for investors.
- Market sentiment reflects caution around JEF’s asset management segment and optimism for SPGI’s earnings visibility and product innovation.
Introduction
This comparison examines JEF and SPGI to highlight differences in business models, recent performance trends, and market positioning. Institutional investors, active traders, and portfolio managers seeking exposure to financial services often evaluate these names when assessing relative value between cyclical investment banking and stable data analytics franchises. The analysis draws on observable price behavior, earnings trends, and sector dynamics over recent weeks to provide context for decision-making without forward-looking projections.
JEF Overview and Recent Performance
Jefferies Financial Group operates as a global investment bank offering advisory, capital markets, and asset management services. In recent market activity, the stock has traded near $56 following mixed second-quarter results that missed consensus estimates, primarily due to a 35% decline in asset management fees and investment returns. Strength in dealmaking and equity underwriting provided partial offset. Year-to-date performance shows a decline of approximately 10%, with shares recovering some earlier losses amid broader capital markets focus. Sentiment has been influenced by the earnings shortfall and ongoing capital markets volatility, though the firm maintains a diversified platform across investment banking and trading activities.
SPGI Overview and Recent Performance
S&P Global delivers credit ratings, benchmarks, and analytics through subscription-based platforms serving institutional clients worldwide. In recent market activity, the stock has traded near $426 and posted year-to-date gains exceeding 13%, outperforming the broader market. Investor attention centers on the upcoming second-quarter earnings release scheduled for July 28, 2026, with expectations for continued demand in ratings and data services. Performance reflects resilience in core segments and interest in product enhancements, including analytics tools. Sentiment remains supported by recurring revenue characteristics and relative stability compared with more cyclical financial firms.
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Head-to-Head Comparison
JEF and SPGI operate in distinct segments of the financial industry. JEF relies on transaction-driven revenue from mergers and acquisitions advisory, equity and debt underwriting, and trading, exposing it to fluctuations in deal flow and market volatility. SPGI generates a larger share of recurring revenue through ratings, indices, and data subscriptions, offering greater visibility and lower cyclicality. Recent momentum favors SPGI on a year-to-date basis, while JEF contends with earnings variability tied to asset management results. Risk factors for JEF include sensitivity to capital markets activity and regulatory changes, whereas SPGI faces competition in information services and potential shifts in regulatory demand for ratings. Sector exposure positions JEF within investment banking and SPGI within essential market infrastructure, creating different correlations to economic cycles and investor sentiment.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative market positioning in recent weeks, Tickeron’s AI models would currently assign a higher probability of favorable positioning to SPGI. Its recurring revenue base and outperformance year-to-date provide a more consistent profile compared with JEF’s exposure to variable deal activity and recent earnings variability. This assessment reflects probabilistic evaluation of available data rather than certainty or investment guidance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEF is a Buy and SPGI is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JEF’s FA Score shows that 1 FA rating(s) are green whileSPGI’s FA Score has 0 green FA rating(s).
- JEF’s FA Score: 1 green, 4 red.
- SPGI’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JEF’s TA Score shows that 8 TA indicator(s) are bullish while SPGI’s TA Score has 6 bullish TA indicator(s).
- JEF’s TA Score: 8 bullish, 3 bearish.
- SPGI’s TA Score: 6 bullish, 4 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а +1.92% price change this week, while SPGI (@Financial Publishing/Services) price change was -1.90% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.14%. For the same industry, the average monthly price growth was -5.38%, and the average quarterly price growth was -17.61%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +3.83%. For the same industry, the average monthly price growth was +10.22%, and the average quarterly price growth was -6.41%.
Reported Earning Dates
JEF is expected to report earnings on Sep 30, 2026.
SPGI is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-4.14% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
@Financial Publishing/Services (+3.83% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
| JEF | SPGI | JEF / SPGI | |
| Capitalization | 13B | 130B | 10% |
| EBITDA | 4.83B | 8.14B | 59% |
| Gain YTD | -7.860 | -10.581 | 74% |
| P/E Ratio | 15.71 | 27.82 | 56% |
| Revenue | 11.8B | 15.7B | 75% |
| Total Cash | 14.3B | N/A | - |
| Total Debt | 26.5B | 13.8B | 192% |
JEF | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 61 | 76 | |
SMR RATING 1..100 | 79 | 58 | |
PRICE GROWTH RATING 1..100 | 52 | 51 | |
P/E GROWTH RATING 1..100 | 82 | 84 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JEF's Valuation (14) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SPGI (78) in the Financial Publishing Or Services industry. This means that JEF’s stock grew somewhat faster than SPGI’s over the last 12 months.
JEF's Profit vs Risk Rating (61) in the Investment Banks Or Brokers industry is in the same range as SPGI (76) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's SMR Rating (58) in the Financial Publishing Or Services industry is in the same range as JEF (79) in the Investment Banks Or Brokers industry. This means that SPGI’s stock grew similarly to JEF’s over the last 12 months.
SPGI's Price Growth Rating (51) in the Financial Publishing Or Services industry is in the same range as JEF (52) in the Investment Banks Or Brokers industry. This means that SPGI’s stock grew similarly to JEF’s over the last 12 months.
JEF's P/E Growth Rating (82) in the Investment Banks Or Brokers industry is in the same range as SPGI (84) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to SPGI’s over the last 12 months.
| JEF | SPGI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 82% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 54% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 51% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 51% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 51% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 51% |
| Advances ODDS (%) | 2 days ago 76% | 2 days ago 54% |
| Declines ODDS (%) | 6 days ago 65% | 6 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 48% |
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JEF and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEF has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then RJF could also see price increases.
SPGI and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPGI has been closely correlated with MCO. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPGI jumps, then MCO could also see price increases.
| Ticker / NAME | Correlation To SPGI | 1D Price Change % | ||
|---|---|---|---|---|
| SPGI | 100% | +3.15% | ||
| MCO - SPGI | 88% Closely correlated | +3.07% | ||
| NDAQ - SPGI | 68% Closely correlated | +2.01% | ||
| MSCI - SPGI | 64% Loosely correlated | +3.67% | ||
| FDS - SPGI | 64% Loosely correlated | +4.54% | ||
| MORN - SPGI | 63% Loosely correlated | +5.69% | ||
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